Beijing Junzheng: Due to the continued price increase of the company's memory chips, the gross profit margin is expected to increase sequentially in each quarter.
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ADATA: Memory prices will rise by 20%-30% in Q3, and flash memory prices will rise by 35%-40%.
Mars Finance reports that ADATA Technology has warned of another price increase for DRAM and NAND flash memory in the third quarter of 2026, further driving up the prices of memory and storage products. ADATA Chairman Chen Libai stated that major memory manufacturers have already announced that DRAM contract prices will continue to rise by 20% to 30% in the third quarter of 2026, while NAND flash memory prices will increase by 35% to 40%. The continued rise in prices for both types of memory chips is expected to continue to drive the company's operating performance growth. (Cailian Press)
Optical Technology: Net profit is expected to increase by 170%-190% year-on-year in the first half of the year, driven by continued growth in market demand for high-speed optical modules and optical devices.
According to Mars Finance, Guangku Technology (300620.SZ) announced that it expects its net profit attributable to shareholders of the listed company for the first half of 2026 to be between RMB 140 million and RMB 150 million, representing a year-on-year increase of 170%-190%. During the reporting period, benefiting from accelerated global investment in AI computing infrastructure and data center construction, the market demand for high-speed optical modules and optical devices continued to grow. At the same time, the company adhered to technological innovation, continuously launched new products, and actively expanded its domestic and international customer base, resulting in steady revenue growth. The significant year-on-year increase in net profit attributable to shareholders of the listed company was mainly due to the effective boost to profits from increased revenue. Furthermore, with the expansion of production and sales scale, economies of scale became apparent, and the company continued to promote cost reduction and efficiency improvement, comprehensively enhancing its overall profitability. Note: The company's Q2 net profit is expected to be between RMB 95 million and RMB 106 million, and Q1 net profit was RMB 45 million. Based on this, Q2 net profit is expected to increase by 113%-136% quarter-on-quarter. (Cailian Press)
With key component prices soaring, PC manufacturers are accelerating the introduction of Chinese memory suppliers such as Changchun and Changxin to reduce costs.
According to a report by the Commercial Times, the soaring prices of key components such as memory and SSDs have significantly increased the cost pressure on equipping mainstream laptops with high-capacity storage. Chinese memory and storage components, with their price advantages, are gradually penetrating the PC supply chain. Brands including Lenovo, ASUS, MSI, Gigabyte, Acer, and even Apple are accelerating the certification, adoption, and platform calibration of related products. The report points out that Lenovo has expanded its use of Chinese components this year, and recently, flagship laptops equipped with Yangtze Memory Technologies (YMTC) SSDs have appeared on North American cross-border e-commerce platforms. Apple is also reportedly lobbying the US government to purchase CXMT memory to cope with rising prices. Among Taiwanese motherboard manufacturers, MSI recently announced that it has become the first to complete the verification and calibration of Changxin Memory's DDR5 chips in the AMD platform's DDR5-8000+. Gigabyte has also adopted Changxin Memory chips in some motherboard models. ASUS and Acer have introduced memory modules from mainland Chinese companies such as BIWIN through their own brand memory certification or OEM models. Industry analysts believe that although the short-term imbalance between memory supply and demand has prompted non-mainland Chinese brands to accelerate relevant certifications, Taiwanese brands still emphasize that their long-term contracted Korean manufacturers remain their main supply partners due to the limited production capacity of mainland Chinese manufacturers.
The price of a 1TB solid-state drive has increased from 500 yuan to 1000 yuan.
According to Mars Finance, a reporter's on-site investigation at Hangzhou's Bai Nao Hui Computer City revealed that the price increase in storage chips has spread from upstream to end consumers, with ordinary consumers facing a sharp rise in memory and hard drive prices. One distributor stated that the dramatic price increases in memory and SSDs have caused some panic, and they are not stockpiling large quantities. Reports indicate that the prices of some SSDs and memory modules have doubled, with a 1TB SSD rising from around 500 yuan to around 1000 yuan, and an 8TB SSD specifically designed for the PS5 costing nearly 20,000 yuan—enough to buy three PS5 Pro consoles. This price surge, triggered by the structural squeeze on production capacity due to AI computing power demand, is expected to continue until 2027. (Daily Economic News)
Linkage Technology: First-half net profit expected to increase by 73%-139% year-on-year; semiconductor testing equipment industry continues to enjoy upward momentum; company has ample order backlog.
According to Mars Finance, LianDong Technology (301369.SZ) announced that it expects its net profit attributable to shareholders of the listed company for the first half of 2026 to be between RMB 21 million and RMB 29 million, representing a year-on-year increase of 73.39%-139.44%. The performance change is mainly attributed to strong demand from downstream application areas such as AI, high-performance computing, and new energy vehicles, leading to a continued upward trend in the semiconductor testing equipment industry. The company seized the strategic window of domestic substitution for semiconductor testing equipment, leveraging its technological accumulation and brand advantages to vigorously expand the market. During the reporting period, the company had a sufficient order backlog, achieving steady growth in operating performance. Note: The company's Q2 net profit is expected to be between RMB 18 million and RMB 26 million, compared to RMB 3 million in Q1. Based on this, Q2 net profit is expected to increase by 415%-649% quarter-on-quarter. (Cailian Press)
Samsung expects its Q2 operating profit to reach 89.4 trillion won, a staggering 1810% year-on-year increase.
According to an official announcement from Samsung Electronics, the company has released its performance guidance for the second quarter of 2026. Based on Korean International Financial Reporting Standards (K-IFRS), Samsung Electronics expects consolidated sales of approximately 171 trillion won (estimated range: 170 trillion to 172 trillion won) and consolidated operating profit of approximately 89.4 trillion won (estimated range: 89.3 trillion to 89.5 trillion won). Data shows a significant leap in Samsung Electronics' performance compared to the same period last year. In comparison, its consolidated sales in the second quarter of 2025 were 74.57 trillion won, and its operating profit was 4.68 trillion won; in the previous quarter (first quarter of 2026), its sales were 133.87 trillion won, and its operating profit was 57.23 trillion won. This strong performance is mainly attributed to the continued surge in demand and price increases for high-bandwidth memory (HBM) and other advanced memory chips driven by the ongoing artificial intelligence boom. Samsung Electronics is reportedly set to release a detailed full financial report later this month.